Microsoft Dynamics CRM – Page 53 – Nishant Rana's Weblog

REVIEW: Microsoft Dynamics CRM 2013 Marketing Automation

Hi,

I was very happy to receive the eBook of Microsoft Dynamic CRM 2013 Marketing Automation (Packt Publishing by Alok Singh and Sandeep Chanda) for review few days back.

It a mini guide focusing on the Marketing Module of CRM 2013, with around 100 pages divided into 6 chapters. It starts by explaining the challenges faced in marketing and how CRM 2013 can address those challenges. It then explains in detail various feature available in Microsoft Dynamics CRM 2013 that can be leveraged to successful implement the marketing module.It also talks about two of the most popular third party marketplace solution available for marketing module of CRM i.e. ClickDimensions and CoreMotives.

The book is very informative and clearly explains everything that there is in Marketing Module of CRM 2013. The authors are expert and we can clearly see their authority in the subject.

It a must read guide for all the CRM professionals.

Grab your copy here

http://goo.gl/2Ze97E

Bye.

The request for security token could not be satisfied because authentication failed error in CRM while developing Visual Web Part in SharePoint 2013.

Hi,

We recently developed a Visual Web Part which was using OrganizationService to interact with CRM.

We were initially using Network Credentials for OrganizationService and were setting appropriate username, password and domain. Later we changed it to Default Credentials and set the AppPool identity of the SharePoint portal’s app pool to a CRM User with appropriate access. It was then we started getting this error.

The reason was SharePoint web configuration settings has Identity Impersonation set as true.

If impersonation is set as true, then IIS uses the ‘NT AUTHORITY\IUSR’ but if disabled IIS will run under whatever account been set in the identity pool.

So one way of fixing the issue was setting impersonation as false.

Hope it helps.

Fixed – The given key was not present in the dictionary error while using FormattedValues in LINQ in CRM 2013.

Hi,

I was getting the following exception while trying to get the text for an option set field named area of law in linq.

The query with joins

var authorization = (from a in
SDKHelper.XrmServiceContext.lss_AuthorizationSet join c in SDKHelper.XrmServiceContext.lss_contractSet on a.lss_ContractId.Id equals c.Id

join l in

SDKHelper.XrmServiceContext.lss_lawyerSet on c.lss_LawyerId.Id equals l.Id

where a.lss_AuthID == authorizationId

select
new
Authorization{

AreaOfLawAndContractType = c.lss_Area_of_Law != null? c.FormattedValues[“lss_area_of_law”] : default(string)

}).FirstOrDefault();

return authorization;

The fix was instead of using FormattedValues collection of related entity in join, we need to use the FormattedValues collection of the primary entity.

var authorization = (from a in
SDKHelper.XrmServiceContext.lss_AuthorizationSet

join c in
SDKHelper.XrmServiceContext.lss_contractSet on a.lss_ContractId.Id equals c.Id

join l in
SDKHelper.XrmServiceContext.lss_lawyerSet on c.lss_LawyerId.Id equals l.Id

where a.lss_AuthID == authorizationId

select
new
Authorization

{

AreaOfLawAndContractType = c.lss_Area_of_Law != null? a.FormattedValues[“lss_area_of_law”] : default(string)

}).FirstOrDefault();

return authorization;

Hope it helps.

Missing Activities and Closed Activities navigation bar item on Form during customization.

Hi,

Recently we had to reorder the navigation link that appears for one of our entities form. Basically we wanted Activities and Closed Activities to be the last one there in the left navigation pane.

However while opening our form for customization, the links for the activities were missing.

This blog post came to our rescue

http://blog.customereffective.com/blog/2011/09/how-to-get-the-microsoft-crm-closed-activities-nav-bar-link-back-if-you-delete-it.html

Hope it helps.